+222.2%
HIMS vs AMT
-31.6%
+253.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | -12.4% | +4.6% | -17.1% | -13.2% |
| 3M | -1.1% | -8.4% | +7.4% | +0.4% |
| 6M | +68.4% | -6.0% | +74.5% | +69.7% |
| YTD | -14.7% | +2.1% | -16.8% | -16.1% |
| 1Y | -42.4% | -6.4% | -36.0% | -42.1% |
| 3Y | +304.5% | +8.1% | +296.5% | +253.2% |
| All | +222.2% | -31.6% | +253.8% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling